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AmericaFirst Defensive Growth & Income Portfolio Series 2’s Williams Companies WMB Stock Holding History

AmericaFirst Defensive Growth & Income Portfolio Series 2’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$1.43M Buy
+47,046
New +$1.4M 1.8% 5

Other funds holding WMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

AmericaFirst Defensive Growth & Income Portfolio Series 2's WMB Position: Q2 2017 in Review

AmericaFirst Defensive Growth & Income Portfolio Series 2 opened a new position in Williams Companies (WMB) in Q2 2017: 47,046 shares worth $1.43M. The stake represents 1.8% of the portfolio and ranks #5 among its holdings.

703 funds tracked by Wall St. Rank hold WMB as of Q2 2017.

  • AmericaFirst Defensive Growth & Income Portfolio Series 2 held 47,046 shares of Williams Companies worth $1.43M as of Q2 2017.
  • Williams Companies was a new AmericaFirst Defensive Growth & Income Portfolio Series 2 position in Q2 2017.
  • Williams Companies made up 1.8% of AmericaFirst Defensive Growth & Income Portfolio Series 2's portfolio in Q2 2017, its #5 holding.
  • 703 funds tracked by Wall St. Rank held Williams Companies as of Q2 2017.

Based on AmericaFirst Defensive Growth & Income Portfolio Series 2's 13F filing for Q2 2017, filed 15 Aug 2017.